Signals

WPM

661 in-universe funds with a nonzero position in WPM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23807
Score / z-0.636 / -0.83
Consensus225.96 over 407 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+8% / 3.9d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Capital World Investors CIK 0001422849 0.974 637 3,483.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,668.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 1,625.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
FMR LLC CIK 0000315066 0.989 5571 1,484.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 1,092.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 898.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 678.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 656.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 629.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 622.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 460.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 458.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 402.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 358.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 332.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 321.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 298.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 295.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 289.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 288.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 280.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 277.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 270.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 268.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 246.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 236.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 234.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 233.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 221.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 190.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 188.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 187.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 153.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 136.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 123.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 119.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 103.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 100.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 99.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 92.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 91.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Canoe Financial LP CIK 0001908219 0.716 110 88.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 79.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 76.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 74.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 72.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 69.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 69.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 68.6 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 66.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 62.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 62.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 60.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 60.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 59.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 59.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 59.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 57.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 56.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 55.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Perpetual Ltd CIK 0001647273 0.486 419 52.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Capital Research Global Investors CIK 0001422848 0.983 426 50.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 46.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 46.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 44.3 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 44.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 44.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Moerus Capital Management LLC CIK 0001742647 0.309 14 43.8 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 42.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 42.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 40.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 39.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 38.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 37.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 35.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 35.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 35.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 32.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stack Financial Management, Inc CIK 0001308685 0.637 54 31.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 30.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 30.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 27.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXA S.A. CIK 0000898427 0.038 46 27.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 27.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 26.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 26.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 26.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 26.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 24.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 24.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 23.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 22.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 18.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 18.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 17.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Lombard Odier Asset Management (Europe) Ltd CIK 0001535784 0.000 1 17.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ruffer LLP CIK 0001426859 0.221 187 17.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 16.4 1.8% 3 +0.1 pp +0.3 pp +1.8 pp +1.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 14.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 14.0 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 12.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WINMILL & CO. INC CIK 0000052234 0.402 56 11.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAD RIVER INVESTORS CIK 0001384484 0.798 29 10.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 10.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BEDDOW CAPITAL MANAGEMENT INC CIK 0001278641 0.466 55 8.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 8.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
HENDLEY & CO INC CIK 0001084207 0.404 47 8.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
LGT Group Foundation CIK 0001911278 0.801 284 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 7.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 6.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.180 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Zero LLC CIK 0002079032 0.418 107 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Impact Asset Management GmbH CIK 0002068799 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just WPM). Qtrs Held counts distinct quarters this fund has actually held WPM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WPM position size. Δ columns are the percentage-point change in WPM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status